En los últimos seis meses, Gome al por menor (06808.Hong Kong), la empresa matriz de RT-Mart, ha enfrentado desafíos importantes mientras se enfoca en expandir sus tiendas de membresía y responder a las guerras de precios.
En la tarde de noviembre 14, Gome Retail publicó su informe financiero intermedio del primer semestre del año fiscal 2024, terminando en septiembre 30. El informe mostró que los ingresos de la empresa eran 35.768 mil millones de yuanes, abajo 11.9% año tras año, mientras que registró una pérdida de 378 millones de yuanes, un aumento sustancial desde el 87 millones de RMB de pérdida en el mismo período del año pasado. La pérdida neta atribuible a los accionistas de la empresa fue 359 millones de yuanes, comparado con una pérdida de 69 millones de RMB en el año anterior.
Gome Retail atribuyó la ampliación de las pérdidas a varios factores, incluida la contracción estratégica de su negocio de cadena de suministro, una disminución en su negocio de garantía de suministro, y desempeño inferior al esperado. Además, este año la empresa implementó varios ajustes operativos, como aumentar los descuentos y ampliar nuevos formatos minoristas, lo que añadió importantes presiones de costos a corto plazo.
Como comercio electrónico de alimentos frescos, tiendas de membresía, y las tiendas de descuento crecen, Las empresas de supermercados se enfrentan a una competencia más intensa.. Después de que Freshippo iniciara la guerra de precios en la industria de los supermercados en agosto, Muchas empresas de supermercados respondieron adoptando una estrategia "orientada a los descuentos".. En el mismo mes, RT-Mart lanzó su campaña “No Negociación”, ofreciendo precios en productos como mochi, croissants, leche fresca, y salmón que eran más bajos que los de Sam's Club.
en octubre, RT-Mart actualizó su campaña “Sin negociación” a la promoción “Precios honestos”, cubriendo más de 1,000 productos en todas las categorías, incluidos los lácteos, bocadillos, cuidado personal, limpieza del hogar, granos, aceites, y bebidas. Gome Retail dijo a Time Finance que la iniciativa “Precios Honestos” continuará, y la empresa mejorará la competitividad de los precios mediante la consolidación de productos y proveedores y mejorando la eficiencia digital..
Sin embargo, si RT-Mart no puede reducir los costos de la cadena de suministro y depende únicamente de bajar los precios de los productos, Puede que no resuelva el problema de la disminución de las ganancias..
Actualmente, Los esfuerzos de RT-Mart en la cadena de suministro se reflejan principalmente en sus productos de marca blanca.. Durante el período del informe, la empresa lanzó 170 SKU bajo su marca privada RT100, que incluye productos desarrollados exclusivamente por RT-Mart o en asociación con fabricantes. La promoción de marcas privadas generó cierta expectación en RT-Mart en octubre, con su pan de patata de desarrollo propio ganando popularidad en las plataformas de redes sociales.
Gome Retail afirmó que el desempeño de su negocio principal en el segundo trimestre mostró una reducción significativa de la brecha en comparación con el período anterior..
A diferencia de los supermercados Yonghui y el supermercado Bubugao, que cerró tiendas para reducir pérdidas, Gome Retail ha seguido acelerando la expansión de sus tiendas, agregando algunas presiones de costos. Durante el período del informe, Gome Retail incurrió en gastos de capital de 440 millones de yuanes, arriba de 258 millones de RMB en el mismo período del año pasado, principalmente debido al desarrollo de nuevas tiendas, renovaciones de tiendas, y actualizaciones digitales.
En el primer semestre del año fiscal 2024, Gome Retail abrió tres nuevas tiendas RT-Mart y aceleró la expansión de sus tiendas de gama media RT-Mart formato Super y membresía M como parte de la segunda estrategia de crecimiento de la compañía. RT-Mart Super abrió siete nuevas tiendas en Jinan, Tangshan, Songyuan en Jilin, Changchún, Lanzhou, Dongguan, y otros lugares, y se espera que siete más abran al final del año fiscal.
Después de abrir su primera tienda nacional de membresía M en Yangzhou en abril de este año, el número de miembros que pagan ha alcanzado casi 100,000. Está previsto que se abran nuevas tiendas en Changzhou y Nanjing en diciembre y enero del próximo año., respectivamente. Para construir una base de membresía temprana, Las dos ubicaciones lanzaron operaciones en línea durante el Double de este año. 11 festival de compras.
Gome Retail reveló que las tiendas de membresía M ya comenzaron los preparativos para su cuarta y quinta tienda, incluyendo el reclutamiento y contratación de nuevos miembros, y se espera que abran tres nuevas tiendas para finales del año fiscal 2024. Actualmente, Las tiendas de membresía M se centran principalmente en segunda- y ciudades de tercer nivel, con ubicaciones en el centro de las ciudades y un formato comunitario que evita la competencia directa con Sam's Club y Freshippo X Membership Store durante la fase de crecimiento inicial.. Sin embargo, Tomará algún tiempo demostrar si la estrategia de Gome Retail de tiendas con membresía y precios “orientados a descuentos” puede revertir sus pérdidas actuales..
En el negocio B2C online, después de que el crecimiento de los ingresos superó 15% en el año fiscal 2023, la primera mitad del año fiscal 2024 vio un crecimiento continuo de 4.7%, con el volumen de pedidos aumentando en 8.9%. La proporción de ingresos de este segmento aumentó de 18.9% a 22.6%. Entre los canales online de RT-Mart, incluyendo la aplicación RT-Mart Fresh, ele.me, y taoxianda, la aplicación RT-Mart Fresh ahora representa más de un tercio de las ventas.
Gome Retail afirma que la temporada alta de ingresos y beneficios del grupo se produce en el cuarto trimestre del año fiscal, que incluye días festivos clave como Año Nuevo, Festival de Primavera, y el año nuevo lunar. La compañía planea mejorar su oferta de productos diferenciados., optimizar la eficiencia operativa, y aprovechar la temporada navideña para mejorar el rendimiento.
Cabe señalar que en marzo 28, después de que Alibaba iniciara la reestructuración organizacional “1+6+N”, Gome Retail se integró al segmento “N” de otras unidades de negocio, mientras freshippo, que también opera en el comercio minorista fuera de línea, anunció planes para realizar una oferta pública inicial (IPO).
Cuando se le preguntó si el posicionamiento estratégico y el estatus de Gome Retail dentro de Alibaba se han visto afectados., Gome Retail respondió a Time Finance diciendo que Gome Retail siempre ha sido una empresa que cotiza en bolsa independiente, con Alibaba como su accionista mayoritario, Y la cooperación con otras unidades de negocios de Alibaba siempre ha seguido los principios del mercado..
Al cierre de operaciones de noviembre 15, El precio de las acciones de Gome Retail subió 2.53%, cierre en HKD 1.62 por acción, con un valor de mercado total de HKD 15.454 mil millones.
A medida que el ritmo de la vida continúa acelerando, El estilo de vida de los jóvenes ha sufrido una serie de cambios.. People are looking for more time to experience different things, and therefore, they seek to increase efficiency in every aspect of their lives. Since dining is an essential part of daily life, improving the efficiency of meals has become a common demand among the public. Ziyan Foods, a well-known brand in the marinated food industry, has products that meet this need for convenient dining. The company has continuously innovated in this area and last year ventured into a new convenient dining segment—pre-prepared foods. This move aims to provide consumers with greater peace of mind and more convenient dining options.
Deeply Rooted in the Marinated Food Industry
Ziyan Foods, a national chain specializing in ready-to-eat foods, originated in Sichuan, grew in Jiangsu, and is now headquartered in Shanghai. Over the years, Ziyan Foods has leveraged its extensive product line, gestión de la cadena de suministro, and infrastructure development to establish a standardized management system. This system covers everything from raw material procurement and traceability, control de procesos de producción, critical hazard point management, inspección del producto, and cold chain distribution. With carefully selected ingredients, unique recipes, and meticulous craftsmanship, Ziyan Foods has created over a hundred specialty dishes, including its signature dishes like Baiwei Chicken, Couple’s Lung Slices, Sichuan Pepper Chicken, y ziyan ganso. The brand has established a strong reputation for quality, deliciousness, and health under the name “Ziyan Baiwei Chicken.”
Entering the Pre-prepared Food Segment
As a brand that has long provided convenient dining options, Ziyan Foods has observed the new generation of consumers’ growing demand for and interest in pre-prepared meals. Leveraging its R&D strengths and years of consumer insights, Ziyan Foods has launched over 40 pre-prepared dishes. These dishes have been consistently praised for both taste and quality after being tested by the market and consumers. Por ejemplo, Ziyan Foods’ Lotus Leaf Chicken is made from uniformly sized, high-quality chickens raised on eco-friendly farms. After slaughter, the chickens are thoroughly cleaned to remove any impurities and odors. They are then marinated with a carefully crafted blend of more than ten natural, authentic spices, free from additives and artificial colors, preserving the original flavors of the ingredients. The chickens are marinated for 12 hours to allow the flavors to fully develop, wrapped in thick, vibrant green lotus leaves that seal in the natural aroma of the meat, and then steamed at high temperatures. Each bite of the chicken is tender, juicy, and flavorful, with the fresh fragrance of the lotus leaf infusing the meat down to the bone, satisfying consumers’ pursuit of culinary excellence.
In a fast-paced living environment, convenient dining is bound to attract more attention. As a long-established brand in the industry, Ziyan Foods is expected to continue innovating its dishes, leveraging its strengths and rich experience. The company aims to provide consumers with more novel pre-prepared food options, ensuring that even in a hectic lifestyle, people can enjoy food that combines both taste and convenience.
Since Unilever’s brand Walls entered the Chinese market, its Magnum ice cream and other products have consistently been loved by consumers. Beyond flavor updates, Magnum’s parent company, Unilever, has actively implemented the “plastic reduction” concept in its packaging, continually meeting the diverse green consumption demands of customers. Recientemente, Unilever won the Silver Award at the IPIF International Packaging Innovation Conference and the CPiS 2023 Lion Award at the 14th China Packaging Innovation and Sustainable Development Forum (CPiS 2023) for its creative packaging innovation and plastic reduction efforts that contribute to environmental protection.
Unilever Ice Cream Packaging Wins Two Packaging Innovation Awards
Desde 2017, Unilever, the parent company of Walls, has been transforming its plastic packaging approach with a focus on “reduce, optimize, and eliminate plastic” to achieve sustainable development and plastic recycling. This strategy has yielded significant results, including the design innovation of ice cream packaging that has converted most products under the Magnum, Cornetto, and Walls brands to paper-based structures. Además, Magnum has adopted recycled materials as padding in transport boxes, reducing the use of over 35 tons of virgin plastic.
Reducing Plastic at the Source
Ice cream products require low-temperature environments during transportation and storage, making condensation a common issue. Traditional paper packaging can become damp and soften, affecting product appearance, which necessitates high water resistance and cold resistance in ice cream packaging. The prevalent method in the market is to use laminated paper, which ensures good waterproof performance but complicates recycling and increases plastic use.
Unilever and upstream supply partners developed a non-laminated outer box suitable for ice cream cold chain transportation. The main challenge was ensuring the outer box’s water resistance and appearance. Conventional laminated packaging, thanks to the plastic film, prevents condensation from penetrating the paper fibers, thus preserving physical properties and enhancing visual appeal. The non-laminated packaging, sin embargo, had to meet Unilever’s water resistance standards while maintaining print quality and appearance. After multiple rounds of extensive testing, including actual use comparisons in display freezers, Unilever successfully validated the hydrophobic varnish and paper materials for this non-laminated packaging.
Mini Cornetto Uses Hydrophobic Varnish to Replace Lamination
Promoting Recycling and Sustainable Development
Due to the special nature of Magnum ice cream (wrapped in chocolate coating), its packaging must offer high protection. Previamente, EPE (expandable polyethylene) padding was used at the bottom of outer boxes. This material was traditionally made from virgin plastic, increasing environmental plastic waste. Transitioning EPE padding from virgin to recycled plastic required multiple rounds of testing to ensure the recycled material met protective performance requirements during logistics. Además, controlling the recycled material’s quality was crucial, requiring stringent oversight of upstream raw materials and production processes. Unilever and suppliers conducted several discussions and optimizations to ensure the proper use of recycled materials, resulting in a successful reduction of about 35 tons of virgin plastic.
These achievements align with Unilever’s Sustainable Living Plan (USLP), which focuses on “less plastic, better plastic, and no plastic” goals. Walls is exploring further plastic reduction directions, such as using paper packaging films instead of plastic and adopting other easily recyclable single materials.
Looking back on the years since Walls entered China, the company has consistently innovated to cater to local tastes with products like Magnum ice cream. In alignment with China’s ongoing green and low-carbon transformation strategy, Walls has accelerated its digital transformation while continuing to implement sustainable development strategies. The recent recognition with two packaging innovation awards is a testament to its green development achievements.
Hoy, the 25th China Hi-Tech Fair (CHTF) officially opened in Shenzhen, bringing an international, professional high-tech event to the forefront. This year’s CHTF is hosted in two locations: the Shenzhen Convention and Exhibition Center (Futian) and the Shenzhen World Exhibition & Convention Center (Bao’an). The event features a comprehensive exhibition, specialized exhibitions, conferences, forums, and various other activities. According to the organizers, the event has attracted participation from over 100 countries and regions, con más de 4,000 companies exhibiting across a total area of 500,000 metros cuadrados, making it the largest in the fair’s history, with a record number of participating countries and regions.
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At the invitation of the Bao’an District Science and Technology Innovation Bureau, Chun Jun New Materials (Shenzhen) Co., Limitado., representing Bao’an District’s specialized and innovative enterprises, is participating in the exhibition. From November 15th to 19th, Chun Jun New Materials is showcasing its cutting-edge research achievements at Booth 1D38 in Hall 1 of the Shenzhen Convention and Exhibition Center (Futian).
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(Second from right: Bao’an District Mayor Wang Lide; First from left: Director of Bao’an District Science and Technology Innovation Bureau Shen Yan; First from right: Director of Bao’an District Science and Technology Innovation Service Center Wang Heng, visiting the Chun Jun booth for guidance)
At this year’s CHTF, Chun Jun New Materials is exhibiting its temperature control products and solutions in the cold chain, liquid cooling, and TEC fields. The exhibition attracted numerous leaders and industry peers from home and abroad, who engaged in discussions on the development of temperature control technology and its innovative applications across various fields.
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In the field of liquid cooling, Chun Jun presented its immersive liquid cooling solution under its “Chun Jun Opti-Cool” brand. En los últimos años, the demand for computing power has surged, with single cabinet power increasing rapidly. Al mismo tiempo, the national standards for data center PUE (Power Usage Effectiveness) have become increasingly stringent, posing significant challenges for data centers. The “Chun Jun Opti-Cool” immersion liquid cooling solution addresses these industry challenges by reducing the PUE value to as low as 1.1 while ensuring excellent computing capacity through efficient temperature control. Notablemente, Chun Jun’s self-developed CJF1 coolant offers high heat dissipation performance and a significant price advantage, reducing coolant costs for customers by 40%.
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Chun Jun’s Micro-TEC technology, unlike ordinary TECs, can be miniaturized to millimeter-level sizes, with extremely demanding material performance and process requirements. On the materials side, Chun Jun’s self-developed N-type and P-type bismuth telluride rank among the industry’s best. On the product side, Chun Jun’s Micro-TEC achieves breakthroughs in miniaturization while delivering high cooling efficiency and precise temperature control. The superior performance of Chun Jun’s Micro-TEC holds great potential for replacing imports in fields such as optical modules and LiDAR.
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Innovation is the primary driving force for development. With the theme “Stimulating Innovation Vitality, Enhancing Development Quality,” this year’s CHTF brings together high-quality innovation resources. It serves as a dynamic platform for the in-depth implementation of the innovation-driven development strategy, the comprehensive fulfillment of high-quality development tasks, and the continuous improvement of the innovation ecosystem. The event embodies the belief that “focusing on innovation is focusing on development, and pursuing innovation is pursuing the future.”
Chun Jun New Materials warmly welcomes industry peers to visit our exhibition booth, where we aim to demonstrate technological advancements, create value connections, and strengthen confidence in China’s material technologies.
We wish the 25th China Hi-Tech Fair great success!
Con el establecimiento del primer Fondo de Colocación Estratégica de REITS, China Life Investment está implementando rápidamente sus planes de inversión relacionados.
en noviembre 14, China Life Investment y GLP alcanzaron una asociación estratégica integral, Centrarse en las áreas centrales de la cadena de suministro de GLP, grandes datos, y nueva inversión en infraestructura energética y desarrollo de ecosistemas industriales. Notablemente, La colaboración implicará explorar oportunidades clave de inversión regional y de mercado, incluido el uso de productos financieros innovadores como REIT, para expandir el alcance y la forma de cooperación de inversión y financiamiento.
Este movimiento se ve dentro de la industria como una señal positiva de que las dos partes pueden estar preparando para lanzar nuevos REIT.. Si se implementa con éxito, Podría convertirse en el primer proyecto bajo el Fondo de Colocación Estratégica REITS de China Life Investment.
Comienzan las iniciativas de la logística y el almacenamiento de la inversión
Según el plan de China Life Investment para el Fondo de Colocación Estratégica de REITS, El Fondo participará principalmente en la emisión de REIT público en sectores como la infraestructura del consumidor, energía verde, y logística de alta gama. Parece que la inversión del fondo se centra en el sector logístico de alta gama puede ser el primero en comenzar.
La logística y el almacenamiento han sido tradicionalmente áreas de inversión activa para el capital de seguros. Entre los 29 REIT que cotiza en bolsa, REIT GLP, Representando REIT de almacenamiento, se ha convertido en el REIT público con la mayor colocación estratégica por el capital de seguros. Fondos de seguro Cuenta de 30.17% de su colocación estratégica, con seis de los diez principales titulares como entidades de seguros, incluyendo la vida de Taikang, Vida hengqin, Dajia Holdings, Nueva vida de China, Fondo de inversión de seguros de China, y propiedad de Guoren & Seguro de víctimas.
Los analistas creen que la logística y los REIT de almacenamiento son favorecidos por el capital de seguros debido a su fuerte potencial de crecimiento y estabilidad, que se alinean con las necesidades de inversión a largo plazo de los fondos de seguro.
Con recuperación económica y el rápido desarrollo del mercado de comercio electrónico, Las perspectivas de bienes raíces de logística continúan mejorando. Un informe reciente de CBRE señaló que se espera que el índice de alquiler de almacén nacional crezca por 0.6% en 2023, ascendido a 1.0% en 2024. Ciudades de primer nivel, así como ciudades de segundo nivel limitadas por suministro como Dongguan, Hangzhou, y wuxi, se espera que vean aumentos anuales de alquiler de 2%-4%. Mientras tanto, Se espera que la tasa de vacantes del almacén nacional disminuya a 13.2% A finales de septiembre, en comparación con las tasas de vacantes de 15%-20% para bienes raíces comerciales como edificios de oficinas.
El aumento continuo de los ingresos operativos también traerá rendimientos considerables a los inversores.. Por ejemplo, GLP REIT ha completado cinco distribuciones de dividendos desde su listado, totalizando aproximadamente 580 millones de yuanes, con la cantidad de dividendo aumentando constantemente. Los dos primeros dividendos por acción estaban alrededor 0.05 RMB, Levantándose a Over 0.08 RMB desde la tercera distribución en adelante. Claramente, Vale la pena invertir los reits de almacenamiento.
China Life Investment probablemente se haya beneficiado de su inversión en GLP REIT. Aunque China Life Investment o su principal accionista, Vida de China, no figura entre los titulares, El Fondo de Inversión de Seguros de China, uno de los titulares, fue establecido conjuntamente por China Insurance Investment Co., Limitado., Seguro de vida de China (Grupo) Compañía, China Life Insurance Co., Limitado., y el reaseguro de China (Grupo) Corporación.
La colaboración entre China Life Investment y GLP en REIT no se trata solo de pasar de "detrás de escena" a "Center Stage" o asegurar más tenencias; También puede implicar una planificación estratégica más profunda.
Por qué elegir GLP?
Además de invertir en GLP REIT, China Life Investment ya ha realizado varias inversiones en el sector de logística y almacenamiento. Estos incluyen:
● Establecer un 1.8 Billion RMB Fondo de capital privado en asociación con Caixin Life, Manulife-Sinochem, y Cainiao Post, Centrado en proyectos de almacenamiento moderno de alto estándar en poder de Cainiao Network y sus afiliados.
● Colaboración con China Merchants Capital y Baowan Logistics en adquisiciones de activos logísticos y fusiones.
● Configurar conjuntamente un 10 Billion RMB Fondo de mejora del ingreso con GLP para invertir en activos logísticos de valor agregado en ciudades clave, Participando en inversiones estratégicas en GLP, y promover proyectos del centro de logística de cadena fría.
Sin embargo, En las colaboraciones antes mencionadas, La inversión de China Life participó principalmente como un "inversor".
En marzo de este año, Las intercambios de valores de Shanghai y Shenzhen publicaron los "requisitos relevantes para las empresas de gestión de activos de seguros que realizan negocios de titulización de activos (Ensayo),"Expandir el alcance de la titulización de activos y el fondo fiduciario de inversión inmobiliaria (REIT) Entidades comerciales para incluir empresas de gestión de activos de seguros con un gobierno corporativo sólido, controles internos estandarizados, y capacidades de gestión de activos sobresalientes. Desde entonces, El capital de seguros ha hecho la transición de ser un inversor a ser un gerente de titulización de activos.
Este desarrollo significa que el capital de seguros ahora puede trabajar con socios desde el inicio de los proyectos REIT para identificar posibles activos de alta calidad., incubarlos, y finalmente llevarlos al mercado a través de REIT. Este proceso también permite que China Life Investment desarrolle un plan estratégico centrado en los reits públicos.
Actualmente, La tarea más apremiante para la inversión de China Life es seleccionar los socios adecuados e identificar activos de alta calidad adecuados.
GLP China, Como el mayor proveedor de instalaciones de almacenamiento en el país, es un socio ideal, especialmente dada la larga cooperación entre las dos partes. El éxito del primer GLP REIT también ha reforzado la confianza de China Life Investment en las capacidades operativas de GLP.
Según las divulgaciones, Los activos de infraestructura de GLP REIT actualmente consisten en diez parques de almacenamiento y logística ubicados en regiones económicas clave como el área de Beijing-Tianjin-Hebei, el delta del río Yangtze, el borde bohai, El área de Great Bay de Guangdong-Hong Kong-Macao, y el círculo económico Chengdu-Chongqing. Estos activos cubren un área de construcción total de aproximadamente 1.1566 millones de metros cuadrados.
Los datos recientes muestran que el rendimiento operativo de estos activos sigue siendo estable. A finales de septiembre, La tasa promedio de ocupación de punto en el tiempo fue 88.46%, y la tasa de ocupación, incluidas las áreas arrendadas aún por comenzar, era 90.78%. El alquiler promedio efectivo por metro cuadrado por mes para las tarifas de servicio de alquiler y administración de propiedades (excluyendo impuestos) era 37.72 RMB.
Además, GLP tiene una gran cartera de activos de logística y almacenamiento, con 450 Instalaciones de logística e infraestructura industrial en China, cubriendo más de 50 millones de metros cuadrados. Esta cartera incluye activos maduros como los parques de tecnología, centros de datos, e infraestructura energética, que podría ser candidatos para futuros listados.
El desafío para China Life Investment y GLP en el futuro será seleccionar lo mejor de un gran grupo de recursos, incubar y operar con éxito estos activos, y llévelos al mercado a través de REIT.
El ritmo de los nuevos listados de REIT se ha acelerado recientemente. Actualmente, Ocho productos están bajo revisión, con más de 100 Reserve proyectos en la tubería. Se espera que el mercado REIT se expanda aún más en escala y alcance. El mercado ya está anticipando más avances de GLP en el espacio REITS.
“SF Express Launches International Fresh Food Express Service for Individuals”
en noviembre 7, SF Express officially announced the launch of its international express service for personal fresh food shipments.
Previamente, exporting fruits was typically conducted through a business-to-business model, requiring exporters to have export qualifications and provide a range of inspection and quarantine procedures, making it difficult for individuals to send fruits abroad. To allow more international consumers to enjoy Chinese fruits, SF Express has streamlined the process for personal shipments this year. By implementing pre-declaration measures and other procedures, SF Express now enables temperature-stable fruits to be shipped internationally via personal express services, arriving at international destinations in just 48 horas.
SF Express ensures the safety and freshness of temperature-stable fruits through professional packaging, transporte de cadena de frio, and full-process visual monitoring, thereby building a “Sky International Bridge” for China’s fresh food exports and better meeting international shipping needs.
SF Express Couriers Packing Fruits
Source: SF Express International WeChat Official Account
este año, SF Express has aggressively expanded its international operations, including launching new air routes globally. En agosto 20, SF Airlines opened an international cargo route from Shenzhen to Port Moresby, the capital of Papua New Guinea, and plans to invest in local infrastructure development. The “Shenzhen = Port Moresby” route is SF Airlines’ first route to Oceania.
Recientemente, SF Express also opened several cargo routes from Ezhou to other countries. Between October 26 y 28, new routes including “Ezhou = Singapore,” “Ezhou = Kuala Lumpur,” and “Ezhou = Osaka” were officially launched. The total number of international cargo routes operating at Ezhou Huahu Airport has now exceeded ten. Además, the cumulative cargo volume at Ezhou Huahu Airport has surpassed 100,000 montones, with international cargo accounting for nearly 20%.
SF Express Launches “Shenzhen = Port Moresby” Route
Source: SF Express Group Official
Notablemente, in May this year, SF Express outlined its international business strategy in an investor relations activity. The company prioritized Southeast Asia’s emerging markets due to China’s increased investments in the region and SF Express’s advantages in air transport networks. The company plans to expand further into the Middle East and South America.
SF Express continues to focus on enhancing its express and cross-border e-commerce logistics in Southeast Asia, emphasizing the development of “air, customs, and last-mile” core networks. By upgrading route operations, expanding the air network, investing in core customs resources, and integrating last-mile resources, SF Express aims to build a stable and efficient global network, enhancing customer experience and providing reliable services. The company is committed to creating a seamless end-to-end service, strengthening its service advantage in Southeast Asia and the Asia-Pacific region, and supporting stable cross-border business for enterprises.
en noviembre 9, the “Defining Categories · Envisioning Mindshare” Third China Pre-prepared Food Industry Innovation Development Conference and the First Yangtze River Delta New Year’s Eve Dinner Gold Award Selection & China Pre-prepared Food Industry Park Alliance Inaugural Conference grandly opened at the Shanghai International Expo Center. The conference was guided by the Institute of Agro-Products Processing, Chinese Academy of Agricultural Sciences, and the Pre-prepared Food Professional Committee of the National Agricultural Products Processing Industry Science and Technology Innovation Alliance, and organized by the China Pre-prepared Food Industry Park Innovation Development Project and Shanghai Bohua International Exhibition Co., Limitado. The conference focused on high-quality development and digital standard construction in the pre-prepared food industry, sharing the latest market trends, technological innovations, and consumer needs. It explored the practice and methods of the “high-quality development + consumption promotion + digitalization + industry cluster” model in the pre-prepared food industry park, aiming to create a new ecosystem for the development of pre-prepared foods. The event invited hundreds of companies from the pre-prepared food industry and its upstream, midstream, downstream, and related sectors to participate. Zhongnong Modern, as an enterprise within the industrial ecosystem, was invited to attend the conference.
At the conference, the establishment of the China Pre-prepared Food Industry Park Alliance was announced, which aims to promote the P500+ initiative nationwide, creating a network of pre-prepared food industry parks consisting of over 500 nodes. Zhongnong Modern, with over a decade of deep involvement in the agricultural industry, was awarded the position of “Vice Chairman Unit of the China Pre-prepared Food Industry Park Alliance.” The company, along with other participating units, will jointly initiate the development of digital infrastructure for the pre-prepared food industry and collaboratively build and share a digital industry service framework and platform.
Wang Zhenyu, Vice President of Zhongnong Modern Group and head of the pre-prepared food industry development division, gave a presentation titled “The Importance and Impact of Long-Term Development of Pre-prepared Food Industry Parks” and shared the group’s strategic industrial layout. He noted that the No. 1 Central Document clearly defines pre-prepared foods and their development strategy, emphasizing that the pre-prepared food industry chain involves multiple segments, including agricultural production, processing and distribution, catering services, and market consumption. It represents a new business model for agricultural transformation and upgrading, as well as a new channel for increasing farmers’ income and prosperity. The development of the pre-prepared food industry plays a crucial role in enhancing convenience, expanding food choices, and promoting agricultural industrialization. It also signifies innovation in the food industry, transformation in the catering industry, and adjustment in agricultural structure. Mirando hacia el futuro, the development of the pre-prepared food industry will place greater emphasis on food safety and health, with a focus on personalized, customized, and branded growth based on consumer demand. The industry will also achieve higher levels of digitalization and place greater emphasis on environmental protection for sustainable development.
In the group’s strategic presentation, it was highlighted that Zhongnong Modern, as one of China’s top ten agricultural wholesale market operators and one of the top 100 agricultural product supply chain enterprises, has a comprehensive coverage from upstream supply chain procurement to various downstream sales channels and support systems. Actualmente, the group has established 20 modern agricultural industrial parks across China, cubriendo 4 millones de metros cuadrados, and is accelerating the construction of pre-prepared food industry park bases, gradually forming an industry park network.
At present, the construction and development of pre-prepared food industry parks have become important carriers for the implementation of national policies. The development of the group’s pre-prepared food division is driven by the strategic goal of becoming “China’s leading comprehensive operator in the pre-prepared food industry.” The company adheres to technology-led innovation, building digitalized parks, and operates with a brand-focused, standardized approach. It aims to strengthen the pre-prepared food industry through industrial clustering, providing a complete one-stop service from raw material supply, production and processing, standard setting, safety traceability, cold chain warehousing, logística de cadena de frío, to brand marketing. The mature industrial support in the parks allows pre-prepared food companies to improve quality, reduce costs, and increase efficiency, while big data analysis empowers the production, supply, and sales of pre-prepared foods, creating a new model for integrated industry development. The company also collaborates deeply with the government to incubate public pre-prepared food brands and transform regional advantages into industrial advantages.
En el futuro, Zhongnong Modern will fully leverage its role as the “Vice Chairman Unit of the China Pre-prepared Food Industry Park Alliance” to accelerate the construction of pre-prepared food industry parks nationwide. The company will integrate industry resources, build industry development platforms, define segmented categories, and incubate blockbuster pre-prepared food products, contributing to the sustainable development of pre-prepared food enterprises, the integration of primary, secondary, and tertiary industries, rural industrial revitalization, and the achievement of common prosperity.
en noviembre 13, Guangdong Haizhenbao Food Development Co., Limitado. (En adelante, denominado "Haizhenbao") Operaciones oficialmente iniciadas en Chencun, Shunde. The company’s first phase covers an area of approximately 2,000 metros cuadrados, with an annual production capacity of 800 montones. Haizhenbao focuses on processing high-end pre-prepared foods, such as abalone in abalone sauce, poon choi, sea cucumbers, and fish maw, offering ready-to-heat meals. The facility aims to be a modern seafood processing plant that integrates cold chain storage, scientific research, product display, e-commerce live streaming, and immersive experiences.
Data shows that the market size of China’s pre-prepared food industry has been steadily growing in recent years. En 2023, the market is expected to reach 516.5 mil millones de yuanes. Over the next three years, the market is projected to grow at a high annual rate of around 20%, potentially becoming the next trillion-yuan market.
To better integrate resources, Xinguotong Group and Guangdong Tangxianglou have jointly established Haizhenbao. “We will further improve the supply chain, expand into midstream sectors, and meticulously produce high-quality, healthy seafood products,” said Zhu Ang, Chairman of Guangdong Tangxianglou and Haizhenbao. Haizhenbao aims to become a knowledge-driven enterprise, building a “three-in-one” research system that combines “research and industry,” “doctors and chefs,” and “laboratories and kitchens,” to promote the development of the high-end seafood industry and to carry forward traditional Chinese culinary culture.
“Some high-end pre-prepared foods that require advanced cooking skills, are time-consuming and labor-intensive, but have high nutritional value—such as abalone in abalone sauce, sea cucumbers, and fish maw—are increasingly popular in the market,” said Zheng Jiayuan, General Manager of Xinguotong Group. He added that the two companies will work closely together to develop Haizhenbao into one of the benchmark enterprises in China’s high-end pre-prepared food industry, contributing actively to Shunde’s goal of becoming the “National Capital of Pre-prepared Food” and a model for high-quality development in the national pre-prepared food industry.
Tan Fengxian, Director of the Shunde District Agriculture and Rural Affairs Bureau, noted that Shunde currently has more than 40 large-scale enterprises in the pre-prepared food industry, with revenues reaching 8.7 mil millones de yuanes. Shunde is fully implementing the “Hundreds, Thousands, and Tens of Thousands” initiative, positioning the pre-prepared food industry as a key sector for strengthening the district and enriching the people, promoting the integration of primary, secondary, and tertiary industries, and striving to become a national core demonstration area for the pre-prepared food industry.
As China’s new development provides new opportunities for the world, the sixth China International Import Expo (CIIE) is being held as scheduled at the National Exhibition and Convention Center. On the morning of November 6th, Baozheng (Llevar a la fuerza) Supply Chain Management Co., Limitado. hosted a new product launch and strategic cooperation signing ceremony for its dairy cold chain solution at the CIIE.
Attendees included leaders from the Cold Chain Committee of the China Federation of Logistics & Adquisitivo, cold chain experts from the School of Food Science at Shanghai Ocean University, as well as executives from companies such as Arla Foods amba, China Nongken Holdings Shanghai Co., Limitado., Eudorfort Dairy Products (Llevar a la fuerza) Co., Limitado., Doctor Cheese (Llevar a la fuerza) Technology Co., Limitado., Xinodis Foods (Llevar a la fuerza) Co., Limitado., Bailaoxi (Llevar a la fuerza) Food Trading Co., Limitado., and G7 E-flow Open Platform.
Señor. Cao Can, Chairman of Baozheng Supply Chain, delivered the opening speech, introducing how the company leverages its own advantages to help clients solve their dairy cold chain issues from the customer’s perspective. Señor. Cao explained that Baozheng integrates its digital technology, professional team, and extensive management experience to build its own cold storage and develop this new product—the Dairy Cold Chain Warehouse and Distribution Solution, aiming to ensure zero temperature loss for clients’ dairy products.
Durante el evento, Señor. Liu Fei, Executive Deputy Secretary-General of the Cold Chain Committee, gave a keynote speech titled “Dairy Cold Chain Construction: A Long Road Ahead.” Mr. Liu vividly introduced the dairy industry, cold chain logistics market analysis, and current characteristics of dairy cold chains from the perspective of an industry association, offering several recommendations for the development of dairy cold chains. In a media interview, Señor. Liu urged cold chain experts like Baozheng to actively participate in the development of dairy cold chain standards and promote cold chain concepts, using platforms like the association and the CIIE to advance the cold chain industry.
Professor Zhao Yong, Vice Dean of the School of Food Science at Shanghai Ocean University, delivered a keynote speech on “Key Control Points in Dairy Cold Chains.” Professor Zhao discussed the introduction, production process, nutritional characteristics, and consumption of dairy products, described the spoilage process, shared key control points for dairy cold chain quality and safety, and highlighted four major opportunities for the future of China’s cold chain industry. In a media interview, Professor Zhao emphasized the urgent need for professional talent in the cold chain industry and encouraged closer collaboration between businesses and universities to better understand industry needs and train suitable talent.
Señor. Zhang Fuzong, East China Cold Chain Solution Delivery Director at G7 E-flow, delivered a keynote on “Transparency in Cold Chain Logistics Management,” explaining quality transparency, business transparency, and cost transparency in cold chain logistics, and sharing pathways for transparent management based on actual business scenarios.
Señor. Lei Liangwei, Strategic Sales Director at Baozheng Supply Chain, delivered a keynote on “Dairy Cold Chain Experts—Baozheng Cold Chain: Ensuring Temperature!” He introduced the dairy cold chain warehouse and distribution solution launched at this event, highlighting three service products: Baozheng Warehouse—Temperature Protection; Baozheng Transport—Zero Temperature Loss, Fully Visualized Operation; and Baozheng Distribution—Guarding the Last Mile, Fresh as New.
Finalmente, Baozheng Supply Chain held an electronic signing ceremony with several strategic partners, including ARLA, Nongken, Xinodis, Bailaoxi, Eudorfort, and Doctor Cheese. This strategic cooperation signing further solidified the friendly cooperative relationships between the parties. The CIIE provided a valuable platform for deeper and closer collaboration among enterprises. Baozheng Supply Chain is now a signed exhibitor for the seventh CIIE and will continue to use this national-level event for communication and display.
Baozheng Supply Chain Holds Dairy Cold Chain New Product Launch Event
En la mañana de noviembre 6, Baozheng (Llevar a la fuerza) Supply Chain Management Co., Limitado. held a dairy cold chain new product launch event at the China International Import Expo (CIIE). Liu Fei, Executive Deputy Secretary-General of the China Federation of Logistics and Purchasing Cold Chain Committee, attended the event and delivered a keynote speech.
The event also featured several distinguished guests, including Professor Zhao Yong, Vice Dean of the School of Food Science at Shanghai Ocean University; Frede Juulsen, Global Head of the Infant Formula Category at Arla Foods amba; Xu Li, Supply Chain Director at China Agricultural Reclamation Holdings Shanghai Co., Limitado.; Zhu Yueqiong, General Manager of Oldenburger Dairy Products (Llevar a la fuerza) Co., Limitado.; He Ziyun, Co-founder of Cheese Doctor (Llevar a la fuerza) Technology Co., Limitado.; Zhu Yijie, Import Manager at Sinodis Food (Llevar a la fuerza) Co., Limitado.; Huo Pei, Supply Chain Manager at Bellco (Llevar a la fuerza) Food Trading Co., Limitado.; and Zhang Fuzong, East China Cold Chain Solution Delivery Director at G7 Yiliu.
The Long Road Ahead for Dairy Cold Chain Standards
Liu Fei, Executive Deputy Secretary-General of the Cold Chain Committee
en el evento, Liu Fei delivered a keynote speech titled “The Construction of Dairy Cold Chains: A Long Road Ahead.” Speaking from the perspective of an industry association, Liu provided a vivid overview of the dairy industry, an analysis of the cold chain logistics market, and the current characteristics of the dairy cold chain. He also offered several recommendations for the development of the dairy cold chain.
During the media interview session, Liu Fei urged dairy cold chain experts like Baozheng to actively participate in the formulation of dairy cold chain standards and the promotion of dairy cold chain concepts. He emphasized the importance of using national-level exhibitions like the CIIE to promote and communicate about the cold chain industry, thereby driving its development.
Promoting High-Quality Development in the Dairy Cold Chain
Cao Can, Chairman of Baozheng Supply Chain, delivered the opening speech, introducing how Baozheng helps clients address their pain points in the dairy cold chain by leveraging its own advantages.
Cao emphasized that Baozheng integrates resources using its digital technology, professional teams, and extensive management experience to develop a new product— the dairy cold chain warehousing and distribution solution—aimed at ensuring zero temperature deviations for clients’ dairy cold chain products.
Cao Can, Chairman of Baozheng Supply Chain
Zhang Fuzong, East China Cold Chain Solution Delivery Director at G7 Yiliu, gave a keynote speech titled “Transparent Control of Cold Chain Logistics,” where he discussed the transparency of quality, operaciones, and costs in cold chain logistics. He shared practical insights into achieving transparency in cold chain logistics management based on real business scenarios.
Zhang Fuzong, East China Cold Chain Solution Delivery Director at G7 Yiliu
Professor Zhao Yong, Vice Dean of the School of Food Science at Shanghai Ocean University, delivered a keynote speech titled “Key Control Points in Dairy Cold Chains.” Professor Zhao covered topics such as an overview of dairy products, production processes, nutritional characteristics, and consumer trends. He discussed the spoilage process of dairy products, shared key control points for ensuring dairy cold chain quality and safety, and outlined four future opportunities for China’s cold chain industry.
During the media interview, Professor Zhao emphasized the urgent need for specialized talent in the cold chain industry. He encouraged enterprises to strengthen collaborations with universities to better understand industry needs and supply talent that meets industry requirements.
Zhao Yong, Vice Dean of the School of Food Science at Shanghai Ocean University
Lei Liangwei, Strategic Sales Director of Baozheng Supply Chain, gave a keynote speech titled “Dairy Cold Chain Experts—Baozheng Cold Chain: Ensuring the Right Temperature!” He provided a detailed introduction to Baozheng’s newly launched dairy cold chain warehousing and distribution solution, highlighting three key service products: Baozheng Warehouse—temperature assurance; Baozheng Transport—zero temperature deviation, fully visualized operations; and Baozheng Delivery—protecting the last mile, as fresh as ever.
Lei Liangwei, Strategic Sales Director of Baozheng Supply Chain
Finalmente, Baozheng Supply Chain and several strategic partners participated in a digital signing ceremony. The strategic partners included six well-known dairy companies: ARLA, China Agricultural Reclamation, Sinodis, Oldenburger, Bellco, and Cheese Doctor.
This strategic cooperation further strengthens the friendly relations between the parties!
It is platforms like the CIIE that provide opportunities for deeper and closer exchanges and cooperation between enterprises.
